When handling a case that has a runbook associated with it, it's crucial to follow the detailed guidance provided to align with organizational standards and best practices. This ensures consistency and thoroughness in your investigative processes.
Access the runbook
Navigate to the Case: Open the Cases page and select the relevant case.
Select the Runbook tab: Click the Runbook tab within the full case view.
If a runbook is associated with the case, the content and instructions will be displayed here.
If no runbook is linked, you'll have the option to associate one.
For Socrates-assigned cases, you can generate an Actionplan from the Runbooks page.
